Chad Disbennett (CRD# 5630754) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Carroll, OH and has over 13 years of experience in the finance industry. Chad Disbennett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | May 2021 - Current | 2 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jun 2019 - Current | 4 |
| Disbennett Wealth Management Group | Lancaster, OH | Mar 2008 - Current | 16 |
| Royal Alliance | Lancaster, OH | May 2016 - Jun 2019 | 3 |
| Sterne Agee Investment Advisor Services, Inc. | Birmingham, AL | Jan 2015 - May 2016 | 1 |
| Sterne Agee Financial Services, Inc. | Lancaster, OH | Sep 2014 - May 2016 | 1 |
| Wrp Investments, Inc. | Youngstown, OH | Apr 2010 - May 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2011 |
- OH
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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